First Pacific Financial’s UBS Group UBS Stock Holding History

First Pacific Financial’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.11K	Sell	83 -29	-26%	-$1.32K	﹤0.01%	470
2026 Q1	$4.38K	Hold	112	–	–	﹤0.01%	474
2025 Q4	$5.19K	Sell	112 -14	-11%	-$566	﹤0.01%	400
2025 Q3	$5.17K	Sell	126 -16	-11%	-$621	﹤0.01%	380
2025 Q2	$4.8K	Hold	142	–	–	﹤0.01%	392
2025 Q1	$4.35K	Buy	+142	New	+$4.74K	﹤0.01%	386

Other funds holding UBS

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

CGA

Channing Global Advisors Miami, Florida $193M AUM 43.71% 1-Year Est. Return

First Pacific Financial's UBS Position: Q2 2026 in Review

First Pacific Financial reduced its UBS Group (UBS) stake by 26% in Q2 2026, selling an estimated $1.32K and leaving 83 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

First Pacific Financial first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.19K in Q4 2025. 235 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

First Pacific Financial held 83 shares of UBS Group worth $4.11K as of Q2 2026.
First Pacific Financial sold 29 UBS Group shares in Q2 2026, an estimated $1.32K.
UBS Group made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #470 holding.
First Pacific Financial first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
First Pacific Financial's UBS Group position peaked at $5.19K in Q4 2025.
235 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.